The original article is straight-up newsletter clickbait. It correctly identifies the real problem—AI data centers are blowing up electricity demand and creating potentially problematic harmonics—but then pretends the grid is frozen in time and “only batteries can save us.” Total nonsense in 2025.
What it conveniently leaves out:
Batteries are useful for smoothing millisecond spikes and harmonics, but they’re a sidekick, not the hero. The heavy lifting is coming from new baseload (mostly gas short-term, nuclear medium-term) and private generation.
The article isn’t analysis—it’s a sales funnel dressed up as insight. The power crunch is real, but the “buy battery stocks today or get left behind” pitch is pure 2025 hype.
It appears to incorrectly lump xAI’s Memphis substation into the “SMR (small modular reactor) deals” category.
- Nuclear restarts (Three Mile Island) and new SMR deals (Microsoft, Google, Amazon, xAI’s own 150 MW substation in Memphis)
Here's a clearer sentence on that:
“Nuclear restarts like Three Mile Island, new SMR partnerships with companies like Microsoft, Google, and Amazon, and even private energy infrastructure such as xAI’s 150 MW Memphis substation all show how the industry is scrambling to meet exploding AI power demand.”
...transmission projects already approved..
I hope they lay those tramission lines underground.
Too much risk to overhead power lines from wind, snow, ice, falling hydro poles, power lines sparking and cousing fires..